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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,335 | $46,360-19.5% | $147,617-74.7% | $52,331-28.7% |
| Participation rate | 20.5% | 64.9%-44.4pp | 84.6%-64.1pp | 68.1%-47.6pp |
| Annual return | 0.13% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $335 | $2,126-84.3% | $5,564-94.0% | $1,882-82.2% |
| Participant deferral / active EE | $426 | $2,258-81.1% | $4,895-91.3% | $3,022-85.9% |
| Admin fee / account holder | $409 | $766-46.5% | $11,612-96.5% | $592-30.8% |